by Jonathan LeClere | Mar 10, 2025 | Bookkeeping Services, CFO Services
Planning for the future and protecting against risks are essential to running a business. Two key tools for this are scenario planning and risk management. Although they may sound similar, they serve different purposes. Let’s break them down so they’re easy to...
by Rachel Shvalb | Feb 10, 2025 | Budgeting, CFO Services
In an era of evolving regulations and heightened accountability, managing risk and compliance within the Developmental Disabilities Administration (DDA) is critical for organizations aiming to provide high-quality services while maintaining financial stability. As a...
by Rachel Shvalb | Jan 10, 2025 | Accounting Services, Budgeting, Cash Flow Forecasting, CFO Services
When businesses seek funding to grow, manage cash flow, or navigate challenging financial times, one financing option that often comes into play is asset-based lending (ABL). While the term might sound complex, the concept is straightforward and could be a lifeline...
by Rachel Shvalb | Dec 23, 2024 | Budgeting, Cash Flow Forecasting, CFO Services
Starting a business can be exciting but has its fair share of financial challenges. Managing your startup’s finances is critical to its survival and growth. Whether you’re new to finance or just looking for practical tips, this guide on how to manage startup finances...
by Rachel Shvalb | Dec 10, 2024 | Accounting Services, Budgeting, CFO Services
Rebates are a standard business incentive tool that many organizations use to encourage sales and loyalty. As a CFO, understanding rebates’ financial mechanics is crucial for managing the company’s cash flow and ensuring compliance with accounting standards....
by Rachel Shvalb | Nov 11, 2024 | Accounting Services, Budgeting, Cash Flow Forecasting, CFO Services
In the world of personal finance, tackling debt can feel overwhelming, especially if you’re facing balances from multiple sources like credit cards, student loans, or medical bills. Enter the “Debt Snowball Method” – a popular debt repayment strategy that...
